As an extension of our top-quality research, Wolfe Research offers an extensive suite of thematic baskets. Wolfe’s analysts perform intensive research to better define themes within the market and find stocks to represent the beneficiaries/donors of these themes. Collaboration between our talented and dedicated research analysts is Wolfe’s secret sauce in maintaining a differentiated offering to our clients.
For more information on these tradable baskets and to request access to the Bloomberg dashboard, please contact your Wolfe salesperson or reach out to firstname.lastname@example.org.
Chris Senyek, Wolfe’s Chief Investment Strategist, creates and maintains several thematic long/short baskets designed to express a view on certain Macro-related themes, Tax Policy, Shorts, Special Situations and Consumer, all topics that Chris regularly publishes on.
For more information, clients can review Chris’s Baskets tear sheet.
Thematic & Macro Baskets
Click on the symbol to view our products: Tear Sheet (must be an institutional investor to view) White Paper (must be a client to view)
|High-End Retail||Retailers leveraged to high-income consumer spending.|
|Low-End Retail||Retailers leveraged to lower-income consumer spending.|
|Recent IPOs Basket||Stocks that have recently gone public via IPO. Rebalanced weekly.|